DFA Tax-Managed US Marketwide Value II shares owned by Rowland & Co Investment Counsel
Quarter-by-quarter ownership of DFA Tax-Managed US Marketwide Value II (DFUV) shares owned by Rowland & Co Investment Counsel
from 13F filings
Historical chart of Rowland & Co Investment Counsel investment in DFA Tax-Managed US Marketwide Value II
Tip: Access up to 7 years of quarterly data
All positions including DFA Tax-Managed US Marketwide Value II held by Rowland & Co Investment Counsel consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in DFA Tax-Managed US Marketwide Value II by Rowland & Co Investment Counsel
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $227k | 5.5k | 40.90 |
2023-12-31 | $206k | 5.5k | 37.22 |
2023-09-30 | $188k | 5.5k | 34.02 |
2023-06-30 | $191k | 5.5k | 34.50 |
2023-03-31 | $185k | 5.5k | 33.48 |
2022-12-31 | $185k | 5.5k | 33.35 |
2022-09-30 | $164k | 5.5k | 29.61 |
2022-06-30 | $175k | 5.5k | 31.60 |
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